Questions tagged [mail-merge]
The mail-merge tag has no usage guidance.
27 questions
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Read a word document (Docx) and modify it in Salesforce
How can we open/read a word document (docx) and modify it from Salesforce (apex, aura, lwc or Appexchange)? The document is a mail merge template. I need to do this, because mail merge is not ...
- 33
0
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0
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285
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Automate Mail Merge Process
Is there a way to set a trigger to generate a mail merge once a field has been checked? I want to generate a donor thank you letter (mail merge document already created and successfully tested) ...
0
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0
answers
108
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Send Document PDF/Word with attached file - merged fields [duplicate]
Is there a way, out of the box Salesforce functionality, Lightning Experience, to send somehow an e-mail with an attachment (word or pdf) and merged fields? More specifically, my requirement is:
I am ...
- 937
0
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0
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103
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Formula field in word template mail merge
I'm trying to include a formula field in my word template to do mail-merging but my formula field does not appear. Other custom fields shows properly but not my formula fields.
Any help??
Thanks in ...
- 33
0
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1
answer
89
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How can I remove permission for Extended Mail Merge from a profile?
I checked the below Salesforce Help Link for setup of Extended Mail Merge:-
https://releasenotes.docs.salesforce.com/en-us/summer17/release-notes/rn_sales_productivity_ex_mail_merge_setup.htm
But I ...
- 139
0
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1
answer
1k
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Merge field not populating
This is my code to send an email in apex. I have created a text Email Template where i need to use first name from contact. How ever the {!Contact.firstname} field is not populating.When i press "send ...
- 39
1
vote
0
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362
views
API to render word document with Merge fields
I was trying to render the word documents attached to the Mail Merge Templates with Merge fields in the code(Apex class). I was hoping Salesforce would be having some API similar to Messaging....
- 381
4
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1
answer
4k
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Why does Messaging.renderEmailTemplate() return a "Field Custom_Field__c does not exist" even when the field does exists?
When running the code below anonymously I get a (paraphrased) error:
"Field Custom_Field__c does not exist"
Code:
Id bankId = 'a1e630000000oOG';
Id contactId = '00363000009GnPE';
//verify ...
- 512
0
votes
1
answer
448
views
Restrict users to access mail merge template
How can I restrict users to access mail merge templates? When users are taken to the mail merge page, I only want to give access to particular templates for that particular user.
- 91
1
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0
answers
406
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Custom Mail Merge Button to skip Page with Generate button
I am trying to create a custom mail merge button that skils the Generate page. I started out with this URL in a dev environment using the below for formula :
IF(CONTAINS($Profile.Name,"Business ...
- 619
3
votes
1
answer
571
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How to dynamically add image in email merge template?
I was trying to add image in the mail merge template I follow this link to add image in the doc page here.
But when I select the mail merge template which I was created it show success message, but ...
- 694
1
vote
1
answer
4k
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Export data to a word template
Is there a way I can export to a word document? I have a fair amount of government (difficult to change) forms that are auto-filled out by a legacy system. It's high value to the users to be able to ...
- 1,630
0
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0
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634
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How to include fields of related object in Mail Merge template?
I am creating a mail merge template on opportunity. On Opportunity, we have a custom Account lookup field named Supplier Name (API name is SupplierName__c). I want to include this Account fields like ...
- 535
1
vote
1
answer
209
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Need help with Visual Force and a Mail Merge Word Document
Just upgraded to Office 365 and unfortunately Salesforce native MailMerge functionality is not supported. We are an operation of 3 users on a Professional Edition. So most Apps are needing Enterprise ...
- 111
0
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1
answer
895
views
Mass Mail Merge of Custom Objects
With Extended Mail Merge enabled, mail merges have become a large part of my organizations workflow. Mass Mail Merge makes everything better, as its just less clicks and more happiness. Right now, out ...
- 4,079
3
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1
answer
1k
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Mail Merge IF Statement works but I have to manually "Update the Merge Field"
I run my mail merge and the output in the Word Document appears to be blank. I right click where the output should be and select Update Field. I can then see the result so the IF Statement is working ...
- 61
2
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1
answer
128
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How to export Oppty + related Activity Data as PDF?
The Extended Mail Merge feature allows Admins to create a Mail Merge template with numerous fields, which users can use to export data in PDF format when they go on the "Activity History" section on ...
0
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0
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400
views
Unable to perform mail merge using Office 2013
I'm attempting to perform a mail merge on a simple contact object in Salesforce, but I'm receiving the following error:
Exception: CMMHost::GenMailMerge:Exception
The mail merge feature is only ...
- 121
4
votes
3
answers
3k
views
write if/else condition for mail merge template
Does anyone have an example of an If statement in a microsoft word mail merge template? I would like to use salutation on some of my labels but not all records have data so salesforce replaces it with ...
- 2,111
4
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1
answer
1k
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Mail Merge Button
I'm a newbie...and am looking for direction to create a mail merge button and add it to the task page. I understand how to create a button and add to the page but need some help in creating the code ...
- 183
1
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0
answers
328
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Can you link related lists to mail merge objects
We are trying to create a MS word mail merge document and having an issue when trying to link related lists. We are working with Contacts, Application (custom object) and Scholarships (custom object)....
- 1,025
2
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2
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4k
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creating Mail Merge templates with if fields
I've never had any problems with standard, non-conditional merge fields, but I can't for the life of me figure out how to insert a working if...then formula into my Mail Merge documents.
I am ...
1
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1
answer
8k
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How do you create a Mail Merge template that contains an object's custom fields?
I am trying to create a Mail Merge Template in Word 2013 for an instance in Salesforce that has Extended Mail Merge enabled. The "template" document needs to populate information from fields on the ...
- 407
3
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1
answer
383
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Changing the position of login information in password reset / New user email template
If I create a new user for my portal through my force.com site (Develop -> Sites),
it triggers an email to the user with the username and password appended at the end.
I have to change the position ...
- 3,242
1
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1
answer
1k
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Mail merge templating functionalty rebuild for custom object
I want to build more or less the same functionality as the mail merge. I was wondering if there are any standard methods or classes that can aid me. I've made a custom object named "correspondance" ...
5
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2
answers
4k
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How to generate letters in salesforce
how to generate letters in salesforce from templates, and then to print via some button (print button).
I am in confusion about this. As I am confused in merge mail and generating letters.
Thanks in ...
3
votes
2
answers
1k
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Mail merge into Word template including child objects?
Is it possible to use standard Salesforce Mail Merge (with a Word template) from a Master object in a Master-Detail relationship to include information from the related Detail records, for example in ...
- 529